About Custodian Financial Advice

Custodian Financial Services is a current representative of GWM Adviser Services and has operated in the financial services industry since 2008. Part of the National Group of Companies, Custodian is an Australian Financial Services Licensee, with Director Matt Young a Corporate Authorised Representative of GWM Adviser Services Limited.

Custodian’s promise to the client is to always provide honest and ethical advice that is personally tailored to provide the right solution for each individual. This commitment, along with the accreditation and accountability of thosepartnerships that are outlined above, has enabled Custodian to build a strong reputation for quality service and sound financial advice over the years.

Combining this experience and professional expertise with accurate and current technical advice, Custodian provides each client with an ongoing financial plan review service that is adapted into a personalised, strategic portfolio.

In addition, Matt Young and his team strive to ensure that each client is comfortable and confident in the solutions offered to them, providing flexibility, additional consultation time and administrative assistance wherever it is required.

“We will work with you to build a long-term, professional relationship that is based on an overall view of your financial and lifestyle goals. Our goal is to help you create, protect and invest your wealth for your financial future.”
- Matt Young
Custodian Financial Advice
Authorised Representatives
GWM Adviser Services Limited
Australian Financial Services Licensee

Our Team

Email: mattyoung@custodianadvice.com.au

Matt Young

Founder, Director and Principal Adviser
Custodian Financial Services
Corporate Authorised Representative
GWM Adviser Services Limited.

As Principal Advisor, Matt Young prides himself on his own provision of professional financial services and client care. With extensive experience in most aspects of lending, Matt particularly specialises in financial advice for Wealth Creation, Life Insurance, Superannuation and Personal Risk Management. With several years of satisfied clients, the testimonials written about Matt speak for themselves.

Click here to read some of these testimonials for yourself.

Teresa O’Leary

Paraplanner-Investments and Insurance

Teresa has been working in the financial services industry since 1995. Teresa is responsible for ensuring the Statements of Advice adhere to BRG’s compliance requirements. Teresa also provides technical planning support.

Linda Young

Practice Manager-Financial Services

Linda has been working in the financial services industry since 2008, assisting Matt with superannuation and insurance. Linda ensures the team has the tools needed to understand and satisfy client needs.

Anita Thorpe

Paraplanner-Investments and Insurance

Anita has been working in the financial services industry since 1988. Anita is responsible for providing technical planning support and ensuring the Statements of Advice adhere to BRG’s compliance requirements.